DFS Family Directory - Workflow Group: How To Create A Family Workflow Group

How to Create a Family Workflow Group

With the following steps, you will be able to create a Family Workflow Group in which you can perform tasks such as email and mail merge.

  • Open Modules in the File Menu
  • Choose Family and Dynamic Workflow Groups
  • Click on Groups in the File Menu.
  • Select Add WorkGroup
  • Name the Group.
  • In the Families box, select Add. Search by last name.
  • Click on Select this Family in the bottom right hand corner.
  • Add all chosen families.
  • When you add all of the families, you will select the Merge option.





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